Description:
As an Engage Fi employee, you can expect:
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To work with an amazing and collaborative team
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To create and innovate in your role and see the impact you make on the business and client experience
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To be a part of an award-winning team – Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024, 2025), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024, 2025), Great Place to Work (2023, 2024)
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All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment
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To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership
What we provide:
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Competitive pay, incentive programs, 401k matching
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Unlimited time off plus 11 paid holidays
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Medical, dental, and vision health plans with FSA or HSA options
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Opportunities to volunteer and give back to the communities we serve
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Paid remote work expenses
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Career development, trainings, continuous learning, and employee recognition
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Team engagement events and activities
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Culture of growth and continuous improvement
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A great place to work
About Us:
Engage fi was founded on the principle of putting ourselves in our clients’ shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs.
With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! www.engagefi.com
Position Summary:
The Strategic Consultant, Integrated Communications is responsible for providing analysis-based guidance to Credit Union and Bank clients on the strategy, selection, implementation, and optimization of integrated communications solutions that enhance member/customer engagement, operational efficiency, and regulatory compliance. This role serves as a trusted advisor to financial institutions, leading client relationships and collaborating with internal teams, technology partners, and vendors to deliver communication strategies aligned with business objectives and banking requirements.
The consultant oversees all aspects of client-facing integrated communications projects, including discovery and requirements gathering, workflow analysis, vendor evaluations, solution reviews, and contract negotiations. The role requires deep understanding of financial institution operations, customer/member communication channels, compliance considerations, and digital engagement strategies.
High-level responsibilities include strategic consulting, project leadership, communications workflow analysis, stakeholder coordination, risk management, vendor management, and executive-level reporting in partnership with assigned Project Managers and internal subject matter experts.
Essential Functions & Additional Responsibilities:
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Lead strategic consulting engagements focused on integrated communications solutions for banks and credit unions
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Assess and analyze client communication ecosystems, including contact center operations, online banking communications, staff support, training requirements and customer/member engagement strategies
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Prepare an outline customized communication strategies based on the operational, compliance, and service requirements of financial institutions for client and vendor alignment.
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Guide clients through vendor evaluations, demonstrations, reference calls or on-site visits, leadership alignment, contract negotiations, and final solution selection
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Advise clients on banking and credit union communication requirements, including:
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Regulatory and compliance considerations
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Customer authentication and security standards
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Omnichannel member/customer experience strategies
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AI posture, including security guardrails and associated risk
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Solution effectiveness, technology adoption expectations
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Collaborate with internal and external stakeholders to align communication technologies with organizational goals and member/customer service expectations
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Analyze current workflows, service models, and communication processes to identify operational efficiencies and service improvements
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Monitor financial industry trends, emerging communication technologies, and competitive market practices
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Present strategic vendor solutions, pricing analyses, and business case evaluations to executive leadership teams
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Manage vendor relationships and negotiate pricing, service agreements, and contract terms on behalf of clients
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Identify project risks and develop mitigation strategies to support successful project delivery
Requirements:
Required Skills & Competencies:
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Strong knowledge of integrated communications strategies and technologies within banking and credit union environments
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Understanding of financial institution communication requirements, including security, compliance, regulatory, and customer experience considerations
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Excellent written, verbal, and presentation communication skills
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Ability to facilitate strategic discussions with executive leadership and cross-functional teams
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Strong analytical and problem-solving capabilities with the ability to translate business needs into actionable communication strategies
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Highly adaptable and capable of managing multiple client engagements in a dynamic consulting environment
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Excellent relationship management and customer service skills
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Ability to work independently while collaborating effectively across internal and external teams
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Skilled in negotiating with vendors and managing third-party relationships
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Strong organizational and project coordination abilities with attention to detail and deadlines
Required Education and Experience:
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Bachelor’s degree in business administration, Communications, Information Systems, Marketing, or related field
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5-7 years’ experience with integrated communications platforms and technologies, including contact center systems, online banking communications, Core FI platforms, or customer engagement tools
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Experience leading technology vendor selection and consulting engagements involving both enterprise and custom solutions
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Demonstrated ability to manage external vendors, client stakeholders, consultants, and cross-functional project teams
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Experience presenting strategic recommendations and complex solutions to senior leadership teams
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Exposure to contract negotiation, vendor management, and implementation oversight
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Proficiency with Microsoft Office Suite, CRM platforms, project management tools, and collaboration technologies
Physical Requirements:
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Prolonged periods of sitting at a desk and working on a computer.
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Must be able to lift up to 15 pounds at times.
Position Type/Expected hours of Work:
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Full Time/ 40 hours per week
Location:
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Remote
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50% Travel required
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Activities, duties, or responsibilities may change at any time with or without notice.
EEO Statement:
Engage fi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
